Michael
Aldemeyer

Fidelity Personal And Workplace Advisors

CRD#6429053
Investment Advisor
in Boston, MA
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About this Advisor

Michael Aldemeyer is a certified financial planner working out of Boston, Massachusetts, who has 12 years in the industry. Aldemeyer is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, they have worked at Banana Republic, Google Online Marketing Ohalle, Liquidity Services, Inc, Vida Fitness, Aspen Hill Club, University Of Miami Engineering Department, University Of Miami and Adrienne Arsht Center. Aldemeyer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Fidelity Personal And Workplace Advisors is an advisory firm that has its headquarters in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 employees. It administers $345 billion in assets under management among its 858,130 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 858,130 client accounts, 68% belong to high-net-worth individuals who have at least $1 million in investable assets. Fidelity Personal And Workplace Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Aldemeyer Work History

Michael has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2015 - Present (4 years)

Fidelity Brokerage Services LLC

2015 - 2015 (< 1 year)

Axa Advisors, LLC

2012 - 2012 (< 1 year)

Banana Republic

2012 - 2012 (< 1 year)

Google Online Marketing Ohalle

2012 - 2014 (2 years)

Liquidity Services, Inc

2012 - 2013 (1 year)

Vida Fitness

2011 - 2011 (< 1 year)

Adrienne Arsht Center

2011 - 2012 (1 year)

University Of Miami

2010 - 2010 (< 1 year)

Banana Republic

2010 - 2011 (1 year)

University Of Miami

2009 - 2009 (< 1 year)

University Of Miami Engineering Department

2009 - 2010 (1 year)

University Of Miami

2006 - 2009 (3 years)

Aspen Hill Club

Disclosures

Michael Aldemeyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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